Montrose Estate Planning Lawyers

Daniel Schwartz has a background in both tax law and tax accounting and incorporates elements of both into a hybrid tax practice that is focused on income, gift, and estate tax planning, which includes business and estate planning, as well as income, gift, and estate tax return preparation. Planning and Preparation are two sides of the same coin and being able to do both allows Daniel Schwartz to provide continuity and efficiency on any project, save as much tax money as possible, and protect his clients from penalties and audit. Daniel Schwartz graduated from the University...

Rebecca Sommer is licensed with the California state bar and has been practicing law since 2015. She has numerous scholastic achievements, including ranking top 10% of her graduating law school class and earning several scholarships for extracurricular activities. Additionally, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School. She combines her general finance training with specialized legal knowledge to offer practical legal solutions for managing your assets. Work with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid...

Our firm focuses on divorce and civil litigation matters. I have 30 years of experience in state and federal courts. I have been awarded the highest possible rating for legal skill and ethical conduct by Martindale Hubbell, the oldest attorney rating company in the United States and a 10/10 Superb rating by avvo.com. I am a member of the Multi-Million Dollar Advocates Forum. Membership is limited to attorneys who have won million and multi-million dollar verdicts and settlements. Less than 1 percent of litigation attorneys are members. The three most important characteristics of our firm are accessibility of the attorney,...

Daniel Sallus is a partner of Stone & Sallus, LLP focusing on business litigation, business and real estate transactions, estate planning, entity formations, and real estate litigation. Born and raised in the Los Angeles area, Daniel obtained his B.S. in Management from the Eller School of Business and a minor in Spanish at the University of Arizona. Previously he worked at a large bank where he interacted with businesses and obtained a deeper understanding of their needs. While in college, Daniel started investing in real estate where he was able to manage and rent the property to pay for his undergraduate...

Jane McNamara, Esq. is the founder and principal attorney of the McNamara Law Firm located in the Santa Clarita Valley. The firm focuses on Estate Planning, Elder Law, Special Needs Trusts, and Trust Administration/After Death issues.

Although the Law Firm's physical office is in Santa Clarita, California, the McNamara Law Firm assists clients throughout the state of California. Zoom, Facetime, and other videoconferencing methods are routinely used. This allows clients the ability handle their legal needs from the comfort and privacy of their own home.

As a partner at Donahoe & Young LLP, Santa Clarita attorney Mark T. Young offers legal services for bankruptcy, business law, estate planning and civil litigation issues. He has more than 35 years of experience in the legal community. Mr. Young received his undergraduate degree from the University of California Los Angeles and his Juris Doctor from the University Of California Davis School Of Law. He is AV Preeminent® rated by Martindale-Hubbell®. In addition to his legal work, he serves on the board of directors of the Santa Clarita Community Development Corporation. Contact his firm today for a complimentary consultation.

My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...

Attorney Amanda Johnson has an extensive background in law, graduating from Trinity Law School in Santa Ana, California. While attending law school she worked with the Orange County Rescue Mission providing legal services to members of society who might not otherwise have access to legal aid. She was also a member of Asian Pacific American Law Student Association, the Public Relations Director for the Student Bar Association, and she attended an International Human Rights Program in France. Before moving to California for law school, she attended the University of Wisconsin La Crosse where she obtained a Bachelors in Science and...

Samuel graduated from Cornell University with a Bachelor of Arts in Philosophy where he also studied the Japanese language. He went on to teach English in Japan for three years, immersing himself in the culture and becoming fluent in the language. Samuel earned his J.D. at the University of California, Davis, School of Law where he received a merit-based scholarship and the Witkin Award for Academic Excellence in the field of International Taxation. ?Samuel’s passion for estate planning has driven his career for the past decade. He has lectured at the California Society of CPA events on transfer tax issues. He...

Lindsay Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a more direct and positive impact on individuals. After stepping away from insurance defense, Lindsay worked for a non-profit organization in Washington D.C. that advocated for women and girls with disabilities directly to different factions of the federal government and the various relevant bodies of the United Nations. Although this fulfilled Lindsay’s background in Peace Studies and International...

Ms. Macedo practices civil litigation, estate planning, provides general counsel services, and is a consultant working on policy issues. Her interests include supporting local municipalities, small businesses, and community nonprofits. She is also a career development coach focusing on women of color. Previously she was an Associate at a Central Valley plaintiff’s law firm working on catastrophic personal injury cases and an Equal Justice Works Legal Fellow focusing on providing free legal assistance to low-income communities in the Central Valley.

Attorney W. Robert Price is a seasoned Orange County estate planning attorney and president of Mortensen & Reinheimer, PC. He has former experience in the financial services industry and can provide valuable insight for clients looking to plan their estates for the future. Contact Attorney Price today by calling (714) 384-6053 or by visiting www.ocestateplanning.net.

My practice specializes in offering my clients affordable estate planning as well as advice on business formation and asset protection in a family-friendly atmosphere. By using the latest in legal technology and minimizing overhead, my practice can efficiently design custom estate plans for each of its clients and thus offer services for fees far below traditional law firms. Our typical estate plan for a couple includes a Joint Living Trust, 2 Wills, 2 Power of Attorneys, 2 Advanced Healthcare Directives, and a free consultation every 3 years after we create your trust. I have been a licensed attorney since 1992...

Experienced and successful trial attorney, with experience in business, real estate, and development.

Glen D. Duvel has represented clients in a wide variety of employment law and estate planning matters. His extensive experience means that clients are given everything they need to reach favorable conclusions to their cases. Glen graduated from the University of California, Irvine with a Bachelor’s of Science in Political Science in 1994. He then went on to earn his Juris Doctorate from Western State University College of Law in 1999. He has had several speaking engagements and publications covering topics such as employment law and estate planning. To learn more about how he can assist you and your legal...

Todd Gallinger is the founder and principal of Gallinger Law. He is licensed to practice law in California, New York, and all Federal District Courts in California. Mr. Gallinger’s practice focuses on the needs of small businesses and their owners, as well as non-profit law. For his education, Mr. Gallinger attended the University of California at Santa Barbara, where he earned a Bachelor’s degree cum laude in Religious Studies, and the George Washington University Law School in Washington, DC, where he earned his Juris Doctorate cum laude. Mr. Gallinger writes frequently on numerous legal and political topics, including acting as a regular...

Certified Specialist in Estate Planning, Trust Administration and Probate - Irvine Office W. Bailey Smith graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United Stated Army, he practiced law as a Deputy District Attorney and then with a major Los Angeles law firm. He has been certified as a Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. He has created more than 7,000 trusts for satisfied clients. He has taught estate and gift taxation and lectured on tax savings throughout California....

With over 28 years of experience as an attorney and counselor, Robin is a Vice President and Senior Wealth Planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Robin's core competencies include estate planning, fiduciary services, taxation, trusts, and business exit planning. She provides customized and comprehensive solutions to her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax...

Melissa Fox, Founder and Senior Attorney of The Melissa Fox Law Firm, is an experienced civil litigator who has practiced law in Orange County for 20 years. A graduate of Brandeis University and Tulane University School of Law, Melissa is a member of the Bars of the State of California and the United States Tax Court. She also holds a California Real Estate Broker License. Equally adept at transactional advice, negotiation, litigation, and the enforcement of judgments, Melissa has earned a reputation as a leader in the legal profession.

Melissa is also a dedicated community leader. Melissa currently serves on the...

Since 1992 Mr. Rudolph has been providing legal advice, counsel and services to businesses and individuals alike. He operates a full service law firm serving such diverse client needs as: - Fulfilling peoples needs for affordable Living Trusts & Wills packages, - Business Matters (both day-to-day transactional matters and litigation), - Employment & Labor Matters, and - Mediation, Arbitration and Litigation when issues cannot be resolved amicably.

At Pederson law offices, the team is committed to providing Thousand Oaks residents with the legal representation they deserve. The firm consists of two lead attorneys, who have over 40 years of combined legal experience. Attorney Steve Pederson received his Juris Doctorate with high honors from Western State University School of Law in 1975. Before working as a lawyer, he worked as a Senior Design Engineer for General Dynamics Corporation, where he assisted in the design of numerous space vehicles. Mr. Steve Pederson then worked as an attorney in Los Angeles, where he handled civil litigation cases in the areas...

For over ten years, I have practiced law exclusively in the field of estate planning, probate and trusts. I prepare and administer highly tailored and customized estate plans for individuals and couples with estates in excess of $2,000,000. I am one of 817 Certified Specialists in Estate Planning, Trust and Probate Law, by the State Bar of California Board of Legal Specialization, and that is out of over 221,000 lawyers in California.

Prior to entering private practice, Ms. Harper served as Director of Corporate Compliance and Commercial Leasing for Kinko’s Service Corporation, Inc., now FedEx. Early in her career she worked as in house corporate counsel to one of California’s largest labor staffing corporations and civilly prosecuted perpetrators of domestic violence through a DOJ grant protecting victims of domestic violence. She has argued cases before the United States Hague Court for matters of international child abduction; California Court of Appeals and Superior Court; District Court; Delaware Court of Chancery; and before the United States Patent and Trademark Office, Trademark Trial and Appeals...

My Office is based in Westlake Village and I am available to clients in Los Angeles, Orange and Ventura Counties. My practice is concentrated in the areas of Trusts, Wills, Special Needs Trusts, Advance Health Care Directives, Financial Powers of Attorney, Trust Administration, and Probate. With 10 years of experience in this area of the law, I am highly qualified, helpful, and knowledgeable. I am also highly trusted and respected in my field, by my clients and peers. I received my Juris Doctorate degree from University of West Los Angles, and my Bachelor Degree in...

Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...

Ebiner Law Office opened in West Covina in 1954, and has never left town.
We have been helping your neighbors for more than 65 years.

With over 25 years of legal experience, attorney Scot Thomas Moga is dedicated to providing effective counsel, outstanding client communication, and creative solutions to the most complex legal issues. As an aggressive and zealous advocate, he is known for obtaining the maximum awards and settlements for his clients in an expeditious manner. Since founding Moga Law Firm in 1996, Mr. Moga has successfully represented clients in many areas of law, concentrating most of his practice in workers’ compensation, personal injury, and estate planning and probate matters. His diverse client base includes injury and accident victims, large and small businesses, as...

I am an attorney practicing in intellectual property (trademarks, copyrights, licensing), as well as business and e-commerce law. This includes entity formation and dissolutions, contract drafting and other day to day events, as well as web site review for privacy and compliance issues) for individuals to small/medium size companies. I am also an estate planner, drafting Wills, Trusts and Power of Attorney documents, as well as work in probate matters.

I was born and raised in Ventura, California and lived here a majority of my life. I majored in business management at San Diego State University and soon there after started working for Citigroup in Jacksonville, Florida. I worked as a project manager for Citigroup and traveled extensively throughout the world. I even ended up relocating to the Philippines for a year which was an opportunity of a lifetime. After living in the Philippines, I moved back to Ventura and began my legal career.

I started by volunteering at the Ventura County District Attorney’s office and the Coalition to End Family...

High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...

Christopher E. Botti, co-founder of Botti & Morison Estate Planning Attorneys, Ltd., specializes in all aspects of estate planning. Mr. Botti advises clients on all aspects of estate, gift and generation-skipping tax planning, including the creation of revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, private annuities, private foundations, grantor retained annuity trusts, family limited partnerships and dynasty trusts. He also assists clients in the funding of revocable trusts and the preparation of estate and gift tax returns, all forms of trust and probate administration, including the purchase and sale of large trust assets, the...

Practicing Family Law and Probate w/ emphasis on Trusts and Estate Planning for over thirty years. Two offices in the Inland Empire. Ms. Turner has been featured in several newspaper articles as an expert in her field, and aggressive and successful in trial work in particular. Ms. Turner is also exceptional in peaceful, mediated solutions if avoiding trial is possible.

My education is rooted in the University of Southern California and culminated with a Bachelor of Science and MBA at Valley Christian University. I graduated from the University of La Verne School of Law in Woodland Hills, California. I am a hands-on, solo, general practitioner and I have been practicing law in the San Fernando Valley serving Los Angeles and Ventura counties. Since 2009 I have actively prticipated in the Judge Pro Tem for the Los Angeles County Superior Courts. This is a volunteer, non-paid public service.

The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...

Dana M. Cannon has many years of experience with Probates, Conservatorships, Trusts and Estates. During that time she has advised clients on multi-million dollar trust administrations; handled complex litigation; performed estate planning; and represented clients in contested and uncontested conservatorship, guardianship, probate and trust matters. She has been a volunteer at the Los Angeles Superior Court Pro Bono Probate Settlement Program since it began. She understands that these matters may not just involve money. They are often fueled by emotions and because of that this isn’t just business, it’s personal. She looks forward to assisting you with your legal...

Mr. Pridham helps clients enforce their rights involving the consumer finance laws (debt and credit) and with their wills and living trusts. Mr. Pridham also advises on conservatorships and related elder law issues. He also represents consumers who have been ripped off in any sort of the following financial transactions: Debt Collectors who misstate the amount of debt or harass. False or inaccurate Credit Report information. Manufacturers for violations of the Federal Consumer Warranty Act. ...